Filed December 11, 2014
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC2 years Filed as: EQUITABLE ADVISORS, LLC Service code 26 · EIN 13-4071393 100 MADISON ST · SYRACUSE, NY 13202 | Advisory (Participants) | $71,121 |
PAYCHEX, INC.2 years Service code 15 · EIN 16-1124166 911 PANORAMA TRAIL S · ROCHESTER, NY 14625 | Recordkeeping | $35,735 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $69,221 | $106,110-34.8% | $147,005-52.9% | $77,671-10.9% |
| Participation rate | 77.7% | 78.4%-0.7pp | 82.2%-4.5pp | 70.6%+7.1pp |
| Annual return | 16.42% | 56.77%-40.4pp | 418.76%-402.3pp | 31.21%-14.8pp |
| Employer contribution / active EE | $4,311 | $4,065+6.1% | $4,934-12.6% | $2,726+58.1% |
| Participant deferral / active EE | $8,144 | $7,992+1.9% | $8,070+0.9% | $4,648+75.2% |
| Admin fee / account holder | $342 | $338+1.3% | $13,006-97.4% | $430-20.5% |